Jones Financial Companies, L.L »

Stellus Capital Investment shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Stellus Capital Investment (SCM) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Stellus Capital Investment

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All positions including Stellus Capital Investment held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stellus Capital Investment by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.7k 500 13.32
2025-06-30 $7.0k 500 13.99
2025-03-31 $7.1k 500 14.25
2024-12-31 $6.9k 500 13.76
2024-09-30 $6.9k 500 13.70

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

Top funds holding Stellus Capital Investment

Two Sigma Advisers
CI Private Wealth
Raymond James Financial
Two Sigma Investments
Muzinich & Co
Ethos Financial Group
Condor Capital Management
BlackRock
Legal & General Group
Sumitomo Mitsui Trust Holdings
Morgan Stanley
Sunbelt Securities
Advisors Asset Management
Icon Wealth Advisors
Inspire Advisors

View all funds holding Stellus Capital Investment